Q: Are you independently owned?

A: Yes! Our independent status and unique licensure allow us to focus entirely on serving the best interests of our clients.

Q: What’s so special about your licensure?

A: Alliance operates under a series 65 financial advisory license. Amongst other things, the series 65 license disallows the collection of commission pay on securities such as corporate stocks. In other words, there’s no stock broker waiting to hand us a bonus check – customer satisfaction is our company’s life blood. That’s exactly how we want it to be.

Q: I had a great experience working with your company! Is there a way I can post a testimonial on your website?

A: We would love nothing more than to post your testimonials on our front page! However, federal law currently bars companies which provide financial advice from collecting testimonials.